Services
Because of the diversity of our experience, we are proud to present the following services to our clients. The Standard Package is our initial offering and is a sufficient package for many clients to achieve financial profitability. Everything is included unless it is specifically excluded, and our pricing will be dependent upon the services needed.
Package Options
| STANDARD PLAN | PREMIUM PLAN | ||
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(Financial Consulting) |
(Business Consulting) |
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Financial statement preparation to include working with staff to close the books and performing monthly reconciliation services to provide accurate statements, including balance sheet, income statement, and statement of cash flows |
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Financial statement analytical analysis, including ratio analysis, trend analysis, and identification of opportunities |
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Income statement and balance sheet forecasting |
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Cashflow management, analysis, and strategic planning |
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Tax planning services to ensure the most efficient tax rates |
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Accounting assistance and training for staff |
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Analysis of financial internal control structure and implementation of improvements |
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Analysis of personnel policies and procedures and assist in the implementation of approved changes |
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Assist with the negotiation of insurance and banking relationships |
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Review contracts for services with suppliers |
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Provide an experienced accounting staff on site for up to 10 hours/week |
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CPA available for on-site meetings with the business owner once per week for up to 4 hours/week |
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Business tax return |
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Individual tax return for shareholders/members |
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Analyze business processes and controls to optimize efficiency and increase production |
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Supply chain optimization through review of purchasing procedures, contractual relationships, and forward buying |
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Review and update inventory controls and optimization of inventory levels and carrying costs |
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Technology review and implementation to streamline operations and create cost-cutting efficiencies |
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Production overhead analysis and optimization |
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Analyze labor force and examine current workflows for improvements and optimization of cost percentages |
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Analyze labor burden for efficiency |
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Additional Services
Retirement and estate planning for the shareholders/members
- Provide Products and Services for the Established Plan
- Work With an Estate Attorney as Necessary (Additional Fees)
Employee Benefit plan design and implementation
- Current and Future Rate(S) Consideration